IHT Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,050
| Closed | -$228K | – | 1156 |
|
2024
Q4 | $228K | Buy |
5,050
+274
| +6% | +$12.3K | 0.01% | 971 |
|
2024
Q3 | $246K | Buy |
+4,776
| New | +$246K | 0.01% | 995 |
|
2018
Q3 | – | Sell |
-4,247
| Closed | -$248K | – | 445 |
|
2018
Q2 | $248K | Buy |
4,247
+602
| +17% | +$35.2K | 0.06% | 341 |
|
2018
Q1 | $248K | Sell |
3,645
-3,043
| -45% | -$207K | 0.07% | 312 |
|
2017
Q4 | $412K | Buy |
6,688
+2,052
| +44% | +$126K | 0.11% | 229 |
|
2017
Q3 | $295K | Buy |
4,636
+240
| +5% | +$15.3K | 0.13% | 187 |
|
2017
Q2 | $1 | Sell |
4,396
-137
| -3% | – | ﹤0.01% | 1378 |
|
2017
Q1 | $283K | Buy |
4,533
+897
| +25% | +$56K | 0.19% | 134 |
|
2016
Q4 | $191K | Buy |
+3,636
| New | +$191K | 0.14% | 167 |
|